24th Meeting of The Asset Owner Roundtable

Wednesday, April 23, 2025

8:45 – 9:00 A.M.

CONTINENTAL BREAKFAST/WELCOME

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9:00 – 9:30 A.M.

MEMBER INTRODUCTIONS,

UPDATES, & QUESTIONS

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9:30 – 10:30 A.M.

MACRO ATTRIBUTION

Damian Handzy, Confluence

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10:30 – 10:45 A.M.

MORNING BREAK

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10:45 – 12:00 P.M.

OPEN DISCUSSION

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12:00 – 1:00 P.M.

LUNCHEON

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1:00 – 2:00 P.M.

OPEN DISCUSSION 

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2:00 – 3:00 P.M.

STRATEGIC AND TACTICAL ASSET ALLOCATION FRAMEWORKS

Stephen Campisi, CFA, The Pensar Group

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3:00 – 3:15 P.M.

AFTERNOON BREAK

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3:15 – 4:15 P.M.

OPEN DISCUSSION

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4:15 – 5:00 P.M.

PRIVATE MARKETS DISCUSSION

-SUBSCRIPTION LINES OF CREDIT

-BRIDGE LOANS

-PME

-GIPS ASSET OWNERS VS. FIRMS

Todd Jankowski, CFA, CIPM, TSG

Christine Iannacone, CIPM, Prudential

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5:00 P.M.

END OF DAY WRAP-UP